Linking with iglobecrm.
It would be great to deep search all mail for contact info and prioritize based upon total conversations
It would be necessary for the Swedish market to have an integration to Bisnode wich in turn is connected to Dun & Bradstreets
Looking for an easy way to get rid of the entries entered twice/duplicates
If you have the possibility to control which columns to show in your pipeline dashboard your iGlobe will be more flexible. Today you have shown: Follow-up, Company, Contact, Product, Phase, Potential, Probability, Closer, Days. I miss partner and competitor as it is now. And if I can use my own created ones as well and be able to mingle around with all of them it would be perfect. Let me hear your comments guys out there ...more »
Create and update basic data from Dun & Bradstreet. get financial data for Dun & Bradstreet
When you type in zip => City and state should be auto updated
From a customer we should be able to,
1. Creating a new external SharePoint site for document sharing and comunnicate with the customer
2. Save a document in iGlobe CRM while adding it to the external site.
3. See information from the external site directly on the customer card
If you go to Company and click on one contact the screen you get only shows the direct telephone no?
It should first show the mobile no which is the one the most of the contacts use today. If this is not filled out it can show the direct no. If it does not take performance and there is place in the screen it can also show both of the numbers.
What do you other guys think about this?
If you use customer ID field which you will with integration to ERP or used for uniq ID purposes It would be rather smooth if the customer id number appears when you are searching:
From an Outlook app we should be able to create a new Company and contact, using the vCard information.
If you have 20 follow up entries in one week you have to look at every one to see which date they are scheduled.
Could be an idea to have the start date visible in the grid. At same time have the opportunity to sort on the start date in the grid.
Today in custom flag entry you can choose a earlier date in due date than start date. This should not be possible.
When creating a custom flag entry start date that you choose should be automatically be the same on due date. Often you will have same date on start and due date so by following start date as default for the due date you many times will spare to enter same date twice I compare this to ordinary use of calendar entries in Outlook when choosing start time date it automatically gives the same date on end time date.